Bruce Chen
Auckland,Epsom
Summary
Skilled account management professional with proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
5
5
years of professional experience
Work History
Account Manager
EC Markets
205 Queens Street
06.2025 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Collaborated with cross-functional teams to ensure timely delivery of services and solutions.
- Analyzed client needs and provided tailored recommendations to optimize account performance.
- Managed project timelines, ensuring alignment with client expectations and deliverables.
Accounting Assistant
East Health Service
Auckland, New Zealand
11.2024 - 04.2025
- Provide comprehensive accounting and administrative support to the finance team, maintaining accurate financial records and contributing to month-end close and compliance reporting. This part-time role involves hands-on experience with the full range of junior accounting duties across multiple entities, using both MYOB and Xero.
- Prepare and file monthly GST and tax returns, ensuring compliance with IRD regulations.
- Issue outgoing invoices to external clients and record incoming invoices in MYOB and Xero, maintaining accurate ledgers.
- Process high-value monthly payments exceeding NZD 1 million, coordinating with management to ensure timely supplier settlement.
- Assist in budget calculation and forecasting providing input into financial planning for the organization.
- Perform monthly profit and loss analysis to support management reporting and business decision-making.
- Use Excel and PivotTables for financial data analysis, account reconciliation, and internal reporting.
Promotion Team Leader
Tiger broker
Auckland, New Zealand
01.2023 - 05.2023
- Led and coordinated the promotion team in executing a series of offline marketing campaigns.
- Strategically engaged the local community to enhance brand awareness and encourage the use of the Tiger Brokers app.
- Collaborated with cross-functional teams to ensure alignment with organizational goals and metrics, leading to increased user adoption.
- Provide leadership and expertise in all aspects of compliance and professionalism to ensure the promotion and dissemination of the app in New Zealand. Ensure that the public can correctly understand and learn some simple stock knowledge and common sense.
Kitchen hand
Me&Chef
Rosedale, Auckland
01.2021 - 12.2021
- This was a part-time job while I completed my Bachelor of Commerce.
Education
Commerce
University of Auckland
Auckland, New Zealand01-2024
Qualification of merit - Level 13
Long Bay College
Auckland, New Zealand01-2020
Skills
- Full Car Licence with DZ699099 endorsements
- Skilled in strategic organization and detailed planning
- I am proficient in Microsoft Office Suite
- Proficient in numerical computation
- Client relations
- Account management
- Customer service
- Teamwork and collaboration
Accomplishments
- NCEA achieved with merit 2020
- Built and maintained a client base of nearly 1,000 clients.
- Successfully onboarded and supported active trading clients through social media and direct client engagement.
- Generated more than NZD 1 million in net deposits over the past year through client development and ongoing account management.
Languages
Chinese
English
PERSONAL SKILLS
- Attitude: Demonstrates a positive and proactive approach to challenges and tasks.
- Communication: Engages in constructive and positive communication, fostering a collaborative work environment.
- Willingness to Learn: Actively seeks out opportunities for professional growth and continuous learning within the workplace.
- Thinking skills: Employs critical thinking and problem-solving abilities to address complex issues and develop innovative solutions.
- Resilience: Exhibits resilience and adaptability in the face of change, maintaining focus and momentum in challenging situations.
Timeline
Account Manager
EC Markets
06.2025 - Current
Accounting Assistant
East Health Service
11.2024 - 04.2025
Promotion Team Leader
Tiger broker
01.2023 - 05.2023
Kitchen hand
Me&Chef
01.2021 - 12.2021
Qualification of merit - Level 13
Long Bay College
Commerce
University of Auckland